Best Investors
Account
Sign in
Best Investors
Account
Sign in
25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-24 |
Branch Locations
25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-03-01 |
Branch Locations
2214 Enterprise Parkway East, Twinsburg, OH 44087 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-08-18 |
Branch Locations
2214 Enterprise Parkway East, Twinsburg, OH 44087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning Llc | Fort Washington | PA | 08/2016 | Present |
| Fna Wealth Management | Twinsburg | OH | 01/2014 | Present |
| Beacon Financial Advisory Llc | Cleveland | OH | 02/2021 | Present |
FNA WEALTH MANAGEMENT POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 2214 E Enterprise Pkwy, Twinsburg OH 44087 DESCRIPTION: Provide life/fixed insurance products to clients BEACON FINANCIAL ADVISORY LLC POSITION: IAR NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2021 ADDRESS: 25825 Science Park Drive, #110, Beachwood OH 44122, United States DESCRIPTION: Financial planningInvestment AdviceIncome planningRetirement planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
Reach out to this advisor